Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,010 | $92,743-64.4% | $82,744-60.1% | $134,532-75.5% |
| Participation rate | 14.3% | 75.2%-60.9pp | 72.6%-58.3pp | 81.2%-66.9pp |
| Annual return | -10.70% | 946.63%-957.3pp | 702.22%-712.9pp | 418.27%-429.0pp |
| Employer contribution / active EE | $291 | $3,273-91.1% | $3,008-90.3% | $4,741-93.9% |
| Participant deferral / active EE | $1,680 | $4,802-65.0% | $4,395-61.8% | $6,401-73.7% |
| Admin fee / account holder | $78 | $5,977-98.7% | $5,325-98.5% | $11,429-99.3% |